See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 4-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $66,059 | $68,346-3.3% | $94,646-30.2% | $75,163-12.1% |
| Participation rate | 67.9% | 76.1%-8.2pp | 80.8%-12.9pp | 67.2%+0.7pp |
| Annual return | 24.84% | 616.93%-592.1pp | 156.71%-131.9pp | 160.62%-135.8pp |
| Employer contribution / active EE | $1,954 | $2,701-27.7% | $3,672-46.8% | $2,670-26.8% |
| Participant deferral / active EE | $5,579 | $6,537-14.7% | $7,418-24.8% | $4,125+35.2% |
| Admin fee / account holder | $7,821 | $5,326+46.8% | $7,231+8.2% | $5,651+38.4% |